Worksheet Links are similar to Standards. You can use Worksheet Links to help create a Total Budget Recap for a job. You can use them to link to other worksheet files.
For example, let's say you want to create a budget for a job with several workstations, panels and lateral files but do not need a drawing. By creating a worksheet for each group of items you can easily add them together using Links.
See:
Insert worksheet links
In the exercise below, you will create a proposal worksheet for client ABC's Mortgage Department. The client wants 6 TypA workstations and 4 TypB workstations. You will use worksheet links in the proposal.
Before starting the exercise, create 2 worksheets:
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Name the first worksheet TypA.sp4. Add a Standard in it.
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Name the second worksheet TypB.sp4. Add a Standard in it.
Exercise - insert worksheet links:
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Create a new blank worksheet. Save the worksheet as ABCProposal.sp4.
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Click
on the Item toolbar then select Worksheet Link.
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In the Open dialog box, double-click TypA.sp4 to insert it into your ABCProposal worksheet.
Line item 1 will now have TypA.sp4 inserted and subtotaled. -
Repeat Step 2 to insert another worksheet link.
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Double-click TypB.sp4 to insert it into your ABCProposal worksheet.
Now we can edit the quantity fields of each line:
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Click in the Qty column of line item 1 (TypA) and change the quantity to 6.
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Click in the Qty column of line item 2 (TypB) and change the quantity to 4.
Here you have a great way to look at and keep track of the project. Your client can see the individual cost of the workstations, the subtotal for the department, and how many of each type of workstation is going in the department.
As long as the individual typical worksheets are correct (have the correct items, brackets, grommets, cantilevers, task lights, etc), you know the bottom line is correct.
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See Change worksheet links to view how making a change to the TypA.sp4 standard also changes the file ABCProposal.sp4
Change worksheet links
Before starting this exercise, make sure you did the exercise Insert worksheet links.
Let's say that the client has seen the sub-totaled proposal, and they would like to make changes to TypA by adding a guest chair.
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In the worksheet ABCProposal.sp4, make line item 1 current by clicking in the part description column for Typical A.
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From the File menu, click Worksheet Link, Open.
This will open the original TypA.sp4 worksheet so that you can add a guest chair. Using Explorer, search for a chair and drag it into the worksheet. -
Save the TypA.sp4 worksheet and close it.
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Verify the changes have been made to ABCProposal.sp4 by checking that the price has increased.
Once client ABC is satisfied with the proposal, you can merge all the furniture items onto one worksheet and create one order. To do this, you need to save the file ABCProposal.sp4 as a single level worksheet. See Save as single level worksheet for details.
Save as single level worksheet
When you are ready to order items that are in your worksheet, they must be listed as individual items, with no outline or standard levels.
To create a new worksheet with items from standards/outline levels listed individually:
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From the File menu, select Save As Single Level Worksheet.
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In the Save in field, choose the disk/folder where you want to save the worksheet.
In the File name field, type in the name of the file and press ENTER.
Note: Type in a meaningful name so you can easily link this worksheet to the original one. For example, if the original worksheet is named Client1, name the single-level worksheet Client1_order.
Notice that the new worksheet has items listed individually, with each line no longer in yellow.
This way, you still have the original worksheet with the Standard lines in it. If you ever make changes to the Standard, you just need to Save As Single Level Worksheet again to create a new worksheet with items listed individually.
Note:Saving as a single level worksheet is different from flattening a standard or breaking a standard link, which breaks the link to the custom catalog.
Delete an item
In Worksheet you can delete the current or selected item. This item could be a product, option, attribute, worksheet link, standard, outline level, subtotal, or price adjustment.
In addition, you can also delete:
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both the options and attribute lines in the current item
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the pricing information in the current item
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all subtotal lines in the worksheet
To delete an item:
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Select an item or make an item current.
If there is both a current item and a selected item in the worksheet, the selected item will be deleted. -
Right-click and select Delete.
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Choose any of the following:
Command
To
Current Item (or Selected Item)
Delete the current or selected item(s).
Options + Attributes
Delete option and attribute lines from the current or selected item(s).
Pricing
Worksheet does not show a confirmation message before deleting pricing information.
This deletes prices from the current or selected item(s).
All Subtotals
This deletes all subtotal lines in the worksheet.
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Click Yes if you see a Confirmation message.
Note: A quick way to delete the item is to press delete.